Selective Wealth Management
JMSB icon

Selective Wealth Management’s John Marshall Bancorp JMSB Stock Holding History

Selective Wealth Management’s Portfolio JMSB Stock Details JMSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$937K Hold
41,103
– – 0.22% 49
2026
Q2 		$912K Buy
+41,103
New +$871K 0.24% 46

Other funds holding JMSB

Toth Financial Advisory
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
Meridian Financial Partners
Meridian Financial Partners Warrenton, Virginia $306M AUM 22.08% 1-Year Est. Return
KFA Private Wealth Group
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Pension & Wealth Management Advisors
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Selective Wealth Management's JMSB Position: Q3 2026 in Review

Selective Wealth Management held its John Marshall Bancorp (JMSB) position steady in Q3 2026 at 41,103 shares worth $937K. The position accounts for 0.22% of the portfolio, ranked #49.

Selective Wealth Management first reported a position in JMSB in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold JMSB as of Q3 2026.

  • Selective Wealth Management held 41,103 shares of John Marshall Bancorp worth $937K as of Q3 2026.
  • Selective Wealth Management left its John Marshall Bancorp share count unchanged in Q3 2026.
  • John Marshall Bancorp made up 0.22% of Selective Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Selective Wealth Management first reported a position in John Marshall Bancorp in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q3 2026.

Based on Selective Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.